Paul C Peios

When it comes to your finances, are you getting the personal attention and guidance you deserve? Is your rate of return enough to achieve your financial goals? Have you stress-tested your portfolio?

My name is Paul Peios, and I'm a Financial Advisor with Edward Jones. My wife and I reside in Woodbridge, we're raising four beautiful daughters, Vanessa, Vianna, Victoria and Vivienne. We've been providing a homeschool education for almost ten years. Food is a passion of ours, we love expressing our culinary skills at home. I'm an aspiring grill master, enjoy golfing, and a morning espresso or two.

Life has become more complicated since COVID-19 changed the way we live and plan for the future; unexpectedly taking us into the "next norm" of day-to-day living. There may have also been a profound impact on your investments and retirement plans. I'm here to offer guidance in navigating this market.

Stocks and financial markets are a passion of mine. I enjoy analyzing our proprietary research, considering technical analysis, and monitoring the broader financial markets. Every client benefits from this personal level of care.

As a licensed professional, I can provide advice on stocks, mutual funds, bonds, and life insurance. My clients are a select group of individual investors, families, and corporations. Many are nearing retirement or already living in retirement, all of them are serious about investing for the future.

I can assist you with:
• Stock and mutual fund portfolio guidance
• Retirement income strategies
• Intergenerational planning
• Protecting against catastrophic loss
• Estate and legacy planning
• Pension risk transfer
• Reducing your tax bill
• Saving for post-secondary education
• Business owner financial strategy and considerations

It would be my pleasure to schedule time for an introductory meeting. We can meet in-person, over the phone, or on a video conference.

Thank you,


Paul Peios
(c) 647 901 8477
www.linkedin.com/in/paulpeios/